Tawa Saune
Senior Financial Advisor
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Tawa Saune
I focus on offering a goals-based approach to managing wealth for businesses and families. I begin by getting to know my client, their family, financial situation, and what matters most to them. Then I help them create an actionable strategy that can be flexible as their needs and market conditions change. My approach allows me to give my clients a personal feel while leveraging the vast global resources of Bank of America. I am driven by my passion for helping people live their best financial lives. I am also interested in helping people in other areas of their lives. I currently serve on the board of a non-profit called Friends of Runa Simi, and I am involved in supporting charities with a focus on art, education, and community development.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Experience
Senior Financial Advisor
Nov 2019 — Present
Education
Duke University - The Fuqua School of Business
Masters of Business Administration (MBA)
Columbia International University
Bachelor's Degree
Skills
- Bible Teaching
- Public Relations
- Event Planning
- Microsoft Excel
- Charity
- Theology
- Leadership
- Volunteer Management
- Event Management
- Community Outreach
- Missions
- Teaching
- Social Networking
- Nonprofits
- Leadership Development
- Strategic Planning
- Nonprofit Organizations
- Public Speaking
- Social Media
- Fundraising
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.